Kristina Barr
Huntington
Summary
Dynamic Medicare Sales Agent and Accounts Payable/Receivable Manager with a proven track record at Select Quote Insurance Services and Soles Electric. Excelled in utilizing CRM tools and streamlining financial processes, achieving significant efficiencies. Skilled in persuasion and problem-solving, adept at enhancing customer service and teamwork. Demonstrated expertise in Medicare regulations and financial management.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Select Quote Insurance Services
08.2021 - Current
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
- Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
Accounts Payable and Receivable Manager
Soles Electric
10.2003 - 08.2020
- Reduced outstanding accounts receivable balances by diligently following up on overdue invoices.
- Streamlined accounts payable processes by implementing efficient invoice management and payment systems.
- Achieved timely payment of vendor invoices through meticulous tracking and organization.
- Maintained vendor relationships through clear communication regarding payment terms, discounts, and other negotiated arrangements.
Education
Associate of Applied Science - Accounting
Stratford
Online04-2008
Skills
- Goal oriented
- Cold calling
- Persuasion techniques
- Medicare
- Objection handling
- Teamwork and collaboration
- Customer service
- Problem-solving
Certification
- Licensed Insurance Agent/Broker - WV Department of Insurance.
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
- Medicare Certification – Various Providers.
Timeline
Medicare Sales Agent
Select Quote Insurance Services
08.2021 - Current
Accounts Payable and Receivable Manager
Soles Electric
10.2003 - 08.2020
- Licensed Insurance Agent/Broker - WV Department of Insurance.
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
- Medicare Certification – Various Providers.
Associate of Applied Science - Accounting
Stratford
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